Cdam as of June 30, 2024
Portfolio Holdings for Cdam
Cdam holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 12.6 | $84M | 107k | 786.67 | |
| Anthem (ELV) | 11.9 | $80M | 147k | 541.86 | |
| Colliers Intrntnl Gp Sub Vtg Shs (CIGI) | 11.2 | $75M | 670k | 111.65 | |
| J Global (ZD) | 10.8 | $72M | 1.3M | 55.05 | |
| Open Text Corp (OTEX) | 10.4 | $70M | 2.3M | 30.04 | |
| Qualys (QLYS) | 9.9 | $66M | 464k | 142.60 | |
| Lgi Homes (LGIH) | 9.7 | $65M | 725k | 89.49 | |
| Endava Ads (DAVA) | 9.6 | $64M | 2.2M | 29.24 | |
| Tfii Cn (TFII) | 8.9 | $60M | 411k | 145.16 | |
| Core & Main (CNM) | 5.0 | $34M | 691k | 48.94 |
